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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tech Buyer who wrote (9284)	10/23/1997 8:40:00 PM
From: davesd	Read Replies (3) \| Respond to of 70976

Tech, a few quarters ago when HWP and IBM were having problems...all the bulls would point to MUEI, GTW, DELL, CPQ, etc...then MUEI dropped off the bulls list, and now GTW is off that list.... Yes CPQ and DELL are doing great, but going forward...they will battle it out among themselves for market share and margins will suffer sooner or later. The point of my post was that another tech company bites the dust...like it or not...it may have some impact on the tech sector tomorrow. The interesting thing is that alot of people think that AMAT is isolated from all the things going on in the tech sector....If one or two company came in with bad numbers, I'd say no big deal....but it's been a steady stream of disappointments that cannot be ignored and down the road it will show up at AMAT's front door. again just my opinion. dave